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      Reporting

      LeadSnap Reporting is an excellent tool for agencies who want to provide client reporting or for any organization that wants to automate the process of creating and distributing recurring reports. With LeadSnap Reporting, you can brand the report and send it to clients by email, pdf, or link. You can even include interactive options like call playback. This makes it easy for your clients to review and approve the reports before they are sent.

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      Reporting

      Why Use LeadSnap Reporting?

      A great tool for internal and external reporting

      One Click Review and Approval

      From reviewing to approving, make the process easy for your clients with one click approval.

      Flexible and Customizable

      LeadSnap Reporting is flexible and customizable, so you can make the reports exactly how you want them.

      Scheduled and Automated

      Schedule your reports to be automatically generated and sent, so you can set them and forget them.

      Interactive Options

      Add interactive options to your reports, like call playback, so you can interpret client data.

      Internal and External Reporting

      Whether you’re reporting to clients or want to digest internal data, LeadSnap Reporting can help.

      LeadSnap Reporting
      Core Features

      Here are some of the core features that make LeadSnap Reporting so powerful:

      Contact Management

      With LeadSnap Reporting, you can easily manage your contacts and keep track of their data.

      Lead Tracking

      Track your leads and get an overview of their activity with LeadSnap Reporting.

      Reporting Scheduler

      Schedule your reports to be automatically generated and sent on a regular basis.

      Custom Data Fields

      Add custom data fields to your reports to get exactly the information you need.

      Onboarding Questionnaire

      Get to know your clients better with the LeadSnap onboarding questionnaire. Custom surveys are also available.

      Task Reminders

      Tired of forgetting to follow up with clients? Use LeadSnap Reporting to set task reminders and never miss another follow-up.

      Ready to Get Started?

      It’s easy to get started with LeadSnap Reporting.

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      Adam

      Today I solidified my largest monthly retainer in the history of my business. If you are not using LeadSnap then you are missing out.

      Alec

      One of the keys to closing him initially was showcasing where he was positioned in comparison to his competitors using the Heat Map feature on LeadSnap

      Blake

      Our agency started using LeadSnap's Heat Map tool to prospect via screencast for new seo/lead gen clients and it's a game changer

      Charlie

      The Heat Maps make it so easy to show a prospect how they are doing when it comes to ranking! Thank you Patric for an awesome product!

      Dave

      Shout out to Patric and his development team!

      How Does LeadSnap Reporting Work?

      Create Your Schedule

      Once your reports are created, you can schedule them to be automatically generated and sent on a regular basis. You can even include interactive options like call playback.

      Send Your Reports

      Your reports will be sent via email, PDF, or custom link. You can brand the report with your logo and company name.

      One Click Approval

      When you’re ready to send your reports, you can add an approval step with one click approval. This makes it easy for your clients to review and approve the reports before they are sent.

      Learn the Benefits of
      LeadSnap Reporting

      Working in digital marketing, we often need to report to clients on the progress of campaigns. Traditional reporting methods can be time-consuming and tedious, but LeadSnap Reporting makes it easy. With LeadSnap Reporting, you can automate the process of creating and distributing reports. You can even include interactive options like call playback. This makes it easy for your clients to review and approve the reports before they are sent.

      LeadSnap Reporting is a great tool for internal and external reporting. Some of the major benefits include:

      • One Click Review and Approval: From reviewing to approving, make the process easy for your clients with one click approval.
      • Flexible and Customizable: LeadSnap Reporting is flexible and customizable, so you can make the reports exactly how you want them.
      • Scheduled and Automated: Schedule your reports to be automatically generated and sent, so you can focus on other tasks.
      • Interactive Options: Add interactive options to your reports, like call playback, so you can interpret client data.
      • Internal and External Reporting: Whether you’re reporting to clients or want to digest internal data, LeadSnap Reporting can help.

      These are just some of the benefits of LeadSnap Reporting. If you’re looking for an easy and effective way to report to clients, LeadSnap Reporting is the perfect solution.

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